igny8/QUICK-REFERENCE.md

Payment Workflow - Quick Reference Card

Backend: ✅ Complete | Frontend: ⏳ Pending | Date: Dec 8, 2025

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📊 System Status

• Plans: 5 configured (free, starter, growth, scale, internal)
• Payment Methods: 14 enabled (global + country-specific)
• Accounts: 15 total (11 trial, 4 active)
• Data Integrity: 100% (all checks passing)
• API Endpoints: 4 operational
• Test Suite: 3/3 passing

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🔑 Key Workflows

Free Trial Signup

User registers → Account(status=trial, credits=1000) → No invoice/subscription

Paid Signup

User registers with plan → Account(status=pending_payment, credits=0)
→ Subscription(pending_payment) → Invoice(pending) → User pays externally
→ User submits confirmation → Payment(pending_approval)
→ Admin approves → Account(active) + Subscription(active) + Credits(1000)

Payment Rejection

Admin rejects → Payment(failed) → Invoice(pending) → User can retry

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🌐 API Endpoints

# 1. Get Payment Methods
GET /api/v1/billing/admin/payment-methods/?country=PK
→ Returns: [{id, payment_method, display_name, instructions, ...}]

# 2. Confirm Payment (User)
POST /api/v1/billing/admin/payments/confirm/
{
  "invoice_id": 1,
  "payment_method": "bank_transfer",
  "amount": "89.00",
  "manual_reference": "BT-2025-001",
  "manual_notes": "Optional description"
}
→ Creates: Payment(pending_approval)

# 3. Approve Payment (Admin)
POST /api/v1/billing/admin/payments/5/approve/
{"admin_notes": "Verified in bank statement"}
→ Updates: Account→active, Subscription→active, Invoice→paid, Credits+1000

# 4. Reject Payment (Admin)
POST /api/v1/billing/admin/payments/5/reject/
{"admin_notes": "Reference not found"}
→ Updates: Payment→failed, Invoice→pending (can retry)

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🧪 Testing

# Run automated test suite
docker compose -f docker-compose.app.yml exec igny8_backend \
  python test_payment_workflow.py

# Test payment methods API
curl "http://localhost:8011/api/v1/billing/admin/payment-methods/?country=PK" | jq

# Database verification
docker compose -f docker-compose.app.yml exec igny8_backend \
  python manage.py shell < verification_script.py

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📁 Files Reference

Documentation:

• IMPLEMENTATION-STATUS.md - Current status summary
• IMPLEMENTATION-SUMMARY-PHASE2-3.md - Detailed implementation log (19KB)
• PAYMENT-WORKFLOW-QUICK-START.md - API examples & troubleshooting (12KB)

Code:

• backend/test_payment_workflow.py - Automated E2E tests (17KB)
• backend/api_integration_example.py - Python API client (13KB)

Models:

• backend/igny8_core/auth/models.py - Account, Subscription, Plan, Site
• backend/igny8_core/business/billing/models.py - Invoice, Payment, PaymentMethodConfig

APIs:

• backend/igny8_core/business/billing/views.py - Payment endpoints
• backend/igny8_core/auth/serializers.py - Registration with billing

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✅ Completed Tasks (19)

Phase 1: Critical Fixes (6)

• Fixed Subscription import, added plan FK, Site.industry required
• Updated free plan credits, auto-create SiteUserAccess, fixed Invoice admin

Phase 2: Model Cleanup (6)

• Removed duplicate fields (Invoice, Payment, Subscription)
• Added properties for backward compatibility, applied migration

Phase 3: Backend (7)

• Created PaymentMethodConfig data (14 records)
• Built 4 API endpoints, enhanced RegisterSerializer, PaymentAdmin
• Added billing snapshots to invoices, fixed InvoiceService bug

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⏳ Pending Tasks (7)

Frontend Components (4)

1. Billing form step in signup
2. Payment method selector component
3. Payment confirmation modal
4. Pending payment dashboard banner

Testing (2) 5. Free trial E2E automation 6. Paid signup E2E automation

Optional (1) 7. Email notifications (submitted, approved, rejected)

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🎯 Next Actions

For Frontend Team:

1. Review PAYMENT-WORKFLOW-QUICK-START.md
2. Check api_integration_example.py for API usage
3. Implement 4 frontend components
4. Test with backend APIs (localhost:8011)

For Backend Team:

• Backend complete, ready for frontend integration
• Monitor payment approvals via Django admin
• Add email notifications (optional enhancement)

For Testing Team:

• Run test_payment_workflow.py for regression testing
• Verify frontend integration once components ready
• Create E2E automated tests for UI flows

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🔧 Quick Commands

# Start backend
docker compose -f docker-compose.app.yml up -d igny8_backend

# Restart after code changes
docker compose -f docker-compose.app.yml restart igny8_backend

# Run tests
docker compose -f docker-compose.app.yml exec igny8_backend python test_payment_workflow.py

# Access Django admin
http://localhost:8011/admin/billing/payment/

# Check logs
docker compose -f docker-compose.app.yml logs -f igny8_backend

# Database shell
docker compose -f docker-compose.app.yml exec igny8_backend python manage.py shell

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📞 Support

Issues: Check IMPLEMENTATION-STATUS.md for known issues (currently: 0)
Questions: Review PAYMENT-WORKFLOW-QUICK-START.md troubleshooting section
API Docs: See API examples in documentation files

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Status: Backend production-ready. Frontend implementation in progress.